S&P Global has entered into an agreement to acquire @OpenZeppelin, the security standard for onchain finance. The transaction complements S&P Global’s risk assessment and ecosystem development capabilities in digital asset markets, enhancing its ability to create the next generation of onchain security assessments, benchmarks,  and deliver essential intelligence as capital markets transition onchain. Read the full announcement: okt.to/qcLufd

From @EnergySPG: El Niño conditions in the Pacific Ocean have intensified, with a greater than 83% chance of a very strong event during January-March 2027, according to NOAA. Market experts warned of potentially significant effects on farm productivity across several regions. Read more: okt.to/F3C7lE

The Middle East and Russia account for about half of global net diesel exports — about 2 million barrels/day of that supply has disappeared. Global food prices are impacted in two ways: diesel is an important input cost for farmers, and farmers may direct acreage away from food production to feedstock for biofuels. The Gulf is a critical chokepoint for global fertilizer supplies. The limitations on passage through the Strait of Hormuz in the spring and summer reduced the amount of fertilizer available, and ongoing shortfall puts new planting seasons at risk. The challenge is particularly acute for sulfur, a key fertilizer input. Read our latest research from the S&P Global Institute: okt.to/Nnu6a0

From @EnergySPG: Chemical Week editor-in-chief Mark Thomas and S&P Global Energy Platts senior price reporters Mujidah Yahaya and Archit Singh join the podcast to discuss key takeaways from the European Petrochemical and Chemical Association's (EPCA) annual meeting 2026. Topics include securing supply for Europe amid disruptions, the shrinking European petrochemical industry and how Europe can develop policies to springboard growth for the rest of the decade. Listen to the latest Chemical Week podcast episode: okt.to/wgbZrf

Concentration risk, measured by large user deposits or borrowings, is more likely to have significant influence on the underlying DeFi lending systems, including Aave, a prominent DeFi lending protocol operating on Ethereum and other blockchains. Read the full research: okt.to/5aiNcw

Data center completion risks are likely to come into sharper focus over the next 12 months as construction progresses. Explore the full analysis from @SPGlobalRatings: okt.to/0uQ752

Data centers are becoming critical to the GCC region's digital and AI ambitions, as governments and businesses seek to build the computing infrastructure needed to support the rapid growth of AI and cloud services. In just a few years, GCC countries have moved from hosting relatively small enterprise colocation facilities to announcing some of the world's largest AI-focused data center campuses. Gain deeper insights with @SPGlobalRatings: okt.to/j6PA2r

In the base-case scenario, gasoline demand in India's transport sector continues to rise into the 2040s as economic growth, rising household incomes and continued urbanization drive increased passenger vehicle ownership. Despite increasing adoption of EVs, the expansion of the light-duty vehicle fleet and relatively low car ownership per capita compared with developed economies support ongoing growth in gasoline consumption. Explore our full collection of research: okt.to/EqJMv6

China's approach to its digital renminbi is unique. The country's e-CNY is now interest-bearing and can be held within the banking system. @Spglobalratings anticipates these tokenized deposits will likely keep growing, creating new revenue opportunities for banks. Explore the full analysis: okt.to/hkAwF2

From @SPGMarketIntel: The four largest US banks are set to kick off third-quarter earnings season next week, with Visible Alpha consensus estimates pointing to continued revenue growth but a more uneven earnings picture. Read more: okt.to/Q5BYtd

Solar power is booming in South and Southeast Asia. Battery storage is not. @Spglobalratings thinks that will change. We anticipate that if countries are to meet their renewable energy goals, they will invest more in battery energy storage systems (BESS). These systems help balance the grid, ease transmission bottlenecks, and prevent the loss of power. Learn more: okt.to/6Vj2Ck

Decentralized finance (DeFi) lending leverages blockchain technology to power protocols that enable users to borrow and lend digital assets. These DeFi lending platforms allow permissionless, overcollateralized transactions that enable users to earn interest on their digital assets. Aave is a prominent DeFi lending protocol operating on Ethereum and other blockchains. As of September 2026, Aave had over $19.2 billion in TVL, most of which was held in its most popular version, Aave v3. Read the full research: okt.to/LjArN9

India achieved its 2030 Nationally Determined Contribution target of 50% cumulative installed capacity from non-fossil sources ahead of schedule; the 2035 target is 60%. But early progress on capacity targets also changes the nature of the challenge. It is now moving from clean capacity creation to ensuring supply mix, reliability, flexibility and procurement. Explore our full collection of research: okt.to/ustbnC

Middle market collateralized loan obligations (MM CLOs) have seen remarkable growth in recent years, and middle market warehouse lines have expanded alongside them. At the start of 2020, just before the arrival of the COVID-19 pandemic, S&P Global Ratings had ratings on 86 MM CLO transactions and five warehouse line transactions. By mid-2026, those figures had increased sharply: we now rate more than 330 U.S. MM CLOs and 47 U.S. middle market warehouse transactions. These warehouses come from 12 managers and represent about $41.9 billion in assets. These warehouse transactions serve a useful purpose in allowing direct lenders to scale their businesses, and their growth has also drawn investor attention. We routinely field questions from investors in the U.S. and Japan about how these transactions work, how they differ from MM CLOs, and how we rate them. This article is intended to answer those questions and provide a starting point for discussions. We’ll start with the basics and then move on to how we analyze CLO warehouses. Read more with @SPGlobalRatings: okt.to/kTQ89G

Which default trends could signal broader stress? Read the full analysis from @SPGlobalRatings. okt.to/t3XyJb

From @SPGMarketIntel: The 2026 US midterm elections are shaping up to be one of the most consequential cycles in recent history. Americans will head to the polls to vote for House, Senate, gubernatorial, and local candidates, as well as decide on a host of ballot issues. With control of both chambers of Congress at stake and a slate of competitive races across the country, the political advertising landscape is in overdrive.  The latest MediaTalk podcast episode offers a rare behind-the-scenes look at the mechanics of political advertising, blending data-driven forecasts with real-world strategy.  Listen here: okt.to/rec4FS

The Indian capital market has grown considerably in size and depth over the past decade. Few major markets have combined strong economic growth, a deep and expanding listed equity universe, and a broad spectrum of companies ranging from emerging domestic champions to globally competitive firms. Explore our full collection of research: okt.to/qVxH4F

From @SPGlobalratings: As technological advancement in AI--with the potential to disrupt the software industry--shows no signs of slowing down, investors continue to question how this will affect credit quality in private credit. In our view, the impact of AI disruption on software companies poses more of a threat over the medium term, particularly considering the rise in maturities in 2028 and after, and the risks vary across the sector. Read the full story: okt.to/EqLsuP

From @SPGMarketIntel: Global inflation remained elevated around mid-year, and looks set to rise further in the coming months, according to the leading indicators from the PMI data, potentially staying elevated into the new year. US businesses reported the steepest price rise in output prices among the major economies in September, contrasting with falling charges in mainland China, where inflationary pressures were the weakest among the economies surveyed by the PMIs. However, stubbornly elevated inflation rates are also signalled for the eurozone, UK and Japan, with the PMI leading indicators all signalling inflation at levels well above central bank targets. Read more: okt.to/OnmHU3

We are pleased to welcome Thomas Kim as S&P Global's new Chief Legal Officer, effective October 19, 2026. Thomas brings more than 30 years of legal and business leadership experience and will oversee our Legal, Government Affairs, Risk and Compliance function. We look forward to the expertise and perspective he will bring to our leadership team.   We extend our gratitude to Steve Kemps for his exceptional leadership and partnership he has provided throughout his career at S&P Global. Read more: okt.to/rJgqdp

India's CBDC has struggled to gain retail traction by design. Adoption is negligible against Unified Payments Interface (UPI) transaction volumes, but in agricultural credit, carbon credit disbursement and government securities settlement, the digital rupee is emerging as money that carries embedded conditions. Explore our full collection of research: okt.to/aytXQ5